For families preserving a record and nonprofit leaders reviewing what their files can support.
If money is moving now, call your bank first and the police second.
A shared rule about money and personal information, with spaces for trusted contacts. Keep it where the family can see it.
Free PDF · 1 page
That's one thing to do today. To see where she stands on the other six, take the free Elder Risk Check at guardianminds.com. Ten minutes. Nothing to install.
A day-by-day guide to preserving records, securing accounts, and tracking reports. Includes a call log and a warning about recovery offers.
Free PDF · 3 pages
Start the file tonight: save the messages, write down what happened in order, make the reports. The Week After walks you through all of it, free.
A free overview of six areas of board and grant-file readiness. Start with one board packet and one grant file, then assign follow-up for missing evidence.
Free PDF · 3 pages
If a monitor sent a document request Monday, what could you produce? The free Grant Risk & Readiness Index tells you in ten minutes.
What to write down, save, and report. Nine sections help organize a dated file without losing the source of each detail.
Free PDF · 2 pages
Betrayal leaves a record. The Memorialize Checklist shows you how to keep it, free. The whole story is in The Betrayal Audit.
